Boxwood Ventures’s ExxonMobil XOM Stock Holding History

Boxwood Ventures’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Hold	11,136	–	–	0.9%	21
2026 Q1	$1.89M	Hold	11,136	–	–	2%	15
2025 Q4	$1.34M	Hold	11,136	–	–	1.35%	18
2025 Q3	$1.26M	Hold	11,136	–	–	1.4%	17
2025 Q2	$1.2M	Buy	+11,136	New	+$1.19M	1.55%	17
2023 Q1	–	Sell	-11,671	Closed	-$1.29M	–	29
2022 Q4	$1.29M	Hold	11,671	–	–	2.31%	16
2022 Q3	$1.02M	Hold	11,671	–	–	2.3%	13
2022 Q2	$1M	Buy	+11,671	New	+$1.05M	2.37%	11

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boxwood Ventures's XOM Position: Q2 2026 in Review

Boxwood Ventures held its ExxonMobil (XOM) position steady in Q2 2026 at 11,136 shares worth $1.52M. The position accounts for 0.9% of the portfolio, ranked #21.

Boxwood Ventures first reported a position in XOM in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.89M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Boxwood Ventures held 11,136 shares of ExxonMobil worth $1.52M as of Q2 2026.
Boxwood Ventures left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.9% of Boxwood Ventures's portfolio in Q2 2026, its #21 holding.
Boxwood Ventures first reported a position in ExxonMobil in Q2 2022 and has held it in 8 quarters since.
Boxwood Ventures's ExxonMobil position peaked at $1.89M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Boxwood Ventures's 13F filing for Q2 2026, filed 12 Aug 2026.